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iShares 0-5 Year TIPS Bond ETF

756 hedge funds and large institutions have $10.4B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 306 increasing their positions, 265 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 265

5% more funds holding in top 10

Funds holding in top 10: 6063 (+3)

6% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 97

0.07% more ownership

Funds ownership: 81.26%81.32% (+0.07%)

1% less capital invested

Capital invested by funds: $10.5B → $10.4B (-$114M)

1% less funds holding

Funds holding: 764756 (-8)

Holders
756
Holders Change
-8
Holders Change %
-1.05%
% of All Funds
9.2%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
0.77%
New
103
Increased
306
Reduced
265
Closed
97
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCP
226
Martin Capital Partners
Oregon
$3.42M +$618 +6 +0%
MAS
227
Madden Advisory Services
Florida
$3.4M +$54.3K +527 +2%
BIA
228
Bell Investment Advisors
California
$3.38M +$1.11M +10,828 +49%
CWM
229
Collaborative Wealth Management
Florida
$3.36M +$1.48M +14,417 +78%
AWM
230
Axxcess Wealth Management
California
$3.36M +$229K +2,221 +7%
PIA
231
Perennial Investment Advisors
California
$3.21M +$342K +3,327 +12%
SPC
232
Sigma Planning Corp
Michigan
$3.18M +$717K +6,963 +29%
SW
233
SoFi Wealth
California
$3.16M +$217K +2,108 +7%
MWM
234
Maltin Wealth Management
New Jersey
$3.12M +$120K +1,164 +4%
SC
235
Savant Capital
Illinois
$3.11M +$16.8K +163 +0.5%
Bank of Montreal
236
Bank of Montreal
Ontario, Canada
$3.07M +$3.09M +30,022 +1,000,733%
SB
237
Strategic Blueprint
Georgia
$3.05M -$1.66M -16,111 -35%
MFG
238
Mustico Financial Group
New York
$3.05M -$644K -6,253 -17%
WP
239
Wealthspan Partners
Iowa
$3.05M +$2.49M +24,156 +431%
AWM
240
Apex Wealth Management
New Hampshire
$3.04M -$186K -1,805 -6%
CPIG
241
Chicago Partners Investment Group
Illinois
$3.04M +$329K +3,194 +12%
TFM
242
Trademark Financial Management
Minnesota
$2.98M -$90.8K -882 -3%
KOC
243
Koss-Olinger Consulting
Florida
$2.98M -$243K -2,360 -8%
MA
244
Mutual Advisors
Nebraska
$2.96M -$5.22M -50,738 -64%
CFG
245
Certior Financial Group
Pennsylvania
$2.95M +$148K +1,436 +5%
SOS
246
Silver Oak Securities
Tennessee
$2.93M +$426K +4,134 +17%
BCG
247
Breakwater Capital Group
New Jersey
$2.92M -$79.7K -774 -3%
AF
248
Amara Financial
California
$2.84M +$262K +2,547 +10%
SIA
249
Soltis Investment Advisors
Utah
$2.82M -$383K -3,721 -12%
IAN
250
Integrated Advisors Network
Texas
$2.81M -$111K -1,075 -4%